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Virtual Training

Deep Dive - Procore for Outlook

Oct 7, 2020 | 1:00 PM EST

Idris Oladipo
Strategic Product Consultant

Details

Learn how to streamline your project communications by enabling your team members to use Microsoft Outlook to forward email content and file attachments to Procore, as well as create RFI's from Outlook emails. With Procore for Outlook you can forward emails you receive in Outlook directly to your project in Procore. You can also send file attachments in Outlook emails directly to the Documents tool in Procore. Streamline your processes by creating RFI's in Procore directly from emails in Outlook.

You'll learn how to...

  • Quick Create RFI's, Observations, Tasks, Change Events, and more in Procore directly from emails in Outlook.
  • View and access My Open Items in Procore from Outlook.
  • Upload file attachments from Outlook emails to the Documents tool in Procore.

Start here.